LazyCapitalist's Bloghttp://caps.fool.com/en-usMon, 01 Jan 0001 05:00:00 GMTMon, 01 Jan 0001 05:00:00 GMTCanada’s Versions of Berkshire Hathawayhttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=839097&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow"><strong rel="nofollow" rel="nofollow">Berkshire Hathaway</strong> and its legendary chairman-CEO Warren Buffett are two of the most discussed topics in the entire U.S. stock market. And why shouldn’t they be? Under Warren Buffett’s leadership, a failing investment in a textile manufacturer turned into one of best collections of subsidiary companies in the world. This is a great story to discuss, but a story that is not limited only to...LazyCapitalistMon, 17 Jun 2013 00:43:59 GMTCanada’s Versions of Berkshire Hathawayhttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=838358&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow"><strong rel="nofollow" rel="nofollow">Berkshire Hathaway</strong> and its legendary chairman-CEO Warren Buffett are two of the most discussed topics in the entire U.S. stock market. And why shouldn’t they be? Under Warren Buffett’s leadership, a failing investment in a textile manufacturer turned into one of best collections of subsidiary companies in the world. This is a great story to discuss, but a story that is not limited only to the U...LazyCapitalistFri, 14 Jun 2013 21:06:08 GMTA Look at the Mini-Berkshireshttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=829590&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">Warren Buffett’s <strong rel="nofollow" rel="nofollow">Berkshire Hathaway</strong> has been one of the best investing success stories of the past half-century. Under Buffett’s leadership, the textile manufacturer turned insurance company turned investment vehicle has made many people a small fortune (and a few people a very large fortune). With the success of Berkshire, it should come to no surprise that investors are always on the lookout...LazyCapitalistWed, 22 May 2013 00:37:20 GMTTaking the Ten Year Buffett Challengehttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=823028&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">With <strong rel="nofollow" rel="nofollow">Berkshire Hathaway’s</strong> annual shareholder meeting almost upon us, I am reminded of this investing gem Warren Buffett once said: “Only buy something that you’d be perfectly happy to hold if the market shut down for ten years.” That bit of advice is beautiful in its simplicity. Buffett is challenging us to think long-term with every investment decision. That is a challenge we should all accept...LazyCapitalistWed, 01 May 2013 03:57:05 GMTWhen Others Are Fearful: Danone and Europehttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=822434&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">Berkshire Hathaway’s annual shareholder meeting is quickly approaching and I am reminded of Warren Buffett’s famous quote from 8 years ago: “Be fearful when others are greedy and greedy when others are fearful.” That second part is easier said than done, as it is extremely difficult to have the financial courage to run towards danger when everybody else is fleeing from it at full speed. But that kind of financial courage often presents the...LazyCapitalistMon, 29 Apr 2013 03:24:58 GMTAlzheimer’s Milkshakes and the Growth of Medical Nutritionhttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=820616&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">A milkshake is not foremost on most people’s list of treatments for the neurological disorder Alzheimer’s. But a milkshake is indeed one treatment for those with early-stage Alzheimer’s disease, thanks to the recent United Kingdom release of <a rel="nofollow" rel="nofollow" href="http://www.nutricia.co.uk/souvenaid/" target="_self">Souvenaid</a>. This milkshake and similar products are some of the many treatment options in an emerging hybridi...LazyCapitalistWed, 24 Apr 2013 02:39:41 GMTGreat Investment in this Simple Companyhttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=815502&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">One of the mistakes we investors can sometimes make is to assume that an overly-complicated investment is the same thing as a great investment. “I understand nothing about Company-X’s business model. It is so complicated that is <em rel="nofollow" rel="nofollow">must</em> be great!” Often, however, the exact opposite can be true. The simplest companies and products can be the most consistently great long-term investments. By simply I am ref...LazyCapitalistFri, 12 Apr 2013 19:15:25 GMTThe Suddenly Crowded Smartwatch Spacehttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=810134&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">Another week, another iWatch or iWatch-related rumor. For months, the <strong rel="nofollow" rel="nofollow">Apple</strong> (NASDAQ: <a rel="nofollow" rel="nofollow" href="http://caps.fool.com/Ticker/AAPL.aspx" target="_self">AAPL</a>) product that analysts and tech reporters cannot shut-up about is the Apple iWatch, Apple’s supposed answer to the smartwatch category. This is despite Apple neither confirming the iWatch name, specifications or ...LazyCapitalistFri, 29 Mar 2013 02:20:25 GMTBoring Liquor's Exciting Opportunitieshttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=810082&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">Boring companies can be some of the most exciting investment opportunities. When I say “boring&quot; companies, I mean the types of companies that sell the types of products that have existed mostly unchanged for decades, if not longer. When looking for these types of boring investments, it does not get much more boring than the alcoholic beverage industry. Despite being boring, this industry is not entirely without a little excitement (fo...LazyCapitalistThu, 28 Mar 2013 18:41:30 GMTBoring Liquor's Exciting Opportunityhttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=806263&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">Boring companies can be some of the most exciting investment opportunities. When I say “boring&quot; companies, I mean the types of companies that sell the types of products that have existed mostly unchanged for decades, if not longer. When looking for these types of boring investments, it does not get much more boring than the alcoholic beverage industry. And <strong rel="nofollow" rel="nofollow">Pernod Ricard</strong> (NASDAQOTH: PDRDY),...LazyCapitalistFri, 15 Mar 2013 18:32:40 GMTHealthy Value Opportunity: Danonehttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=805627&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">Just four months ago activist investor Nelson Peltz took a 1% stake in and laid out his investment thesis for the Paris-based food giant <strong rel="nofollow" rel="nofollow">Groupe Danone</strong> (NASDAQOTH: <a rel="nofollow" rel="nofollow" href="http://caps.fool.com/Ticker/DANOY.PK.aspx" target="_self">DANOY</a>). Peltz most recently made headlines when Warren Buffett’s <strong rel="nofollow" rel="nofollow">Berkshire Hathaway</strong> announ...LazyCapitalistWed, 13 Mar 2013 19:37:21 GMTThe Exploding Mess at TNT Expresshttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=801593&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">It has been the exact opposite of a dynamite year for <strong rel="nofollow" rel="nofollow">TNT Express</strong> (NASDAQOTH: <a rel="nofollow" rel="nofollow" href="http://caps.fool.com/Ticker/TNTEY.aspx" target="_self">TNTEY</a>). <p rel="nofollow" rel="nofollow">Shares of Europe’s second-largest (and the world’s fourth-largest) package delivery company fell 50% the day <strong rel="nofollow" rel="nofollow">UPS</strong> (NYSE: <a rel="nofollow" ...LazyCapitalistFri, 01 Mar 2013 00:11:46 GMTThe Emergence of Big Yogurthttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=801446&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">Yogurt as a product category has been one of the consumer staple industry’s fastest-growing segment in recent years. Popular for decades in Europe (where the annual yogurt consumption in some countries is about 70 pounds per person!), yogurt has newfound growth away from Europe as Americans, Canadians and those in the emerging markets have embraced this traditionally European food staple. The US yogurt market in particular has very favorab...LazyCapitalistThu, 28 Feb 2013 16:18:57 GMTAnalyzing an Acquisition Target: Kingfisherhttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=797707&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">Acquisitions are one of the most exciting things that can happen to your stock portfolio. Often these events result in the acquired company seeing a double digit percentage gain overnight. While investors would be wise to avoid investments purely because they are the speculation of takeover chatter, there is nothing wrong with investing in good, well-run companies that have the added kicker of being the potential target of a larger peer or...LazyCapitalistFri, 15 Feb 2013 01:58:23 GMTUnknown Foreign Opportunities: Bombardierhttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=797705&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">The aerospace industry has been one of the hottest investing topics in recent years. The industry continues to progress through the beginnings a long-term secular bull market for modern and more efficient aircraft. Less discussed in America is another secular bull market -- this one for rail transportation, especially in Europe, Asia and the emerging markets. One company poised to capitalize on both of these long-term trends is Canada’s an...LazyCapitalistFri, 15 Feb 2013 01:21:20 GMTUnknown Foreign Opportunities: Seven & i Holdingshttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=797701&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">Most companies with a $27 billion market capitalization are household names (or at the very least, well known to everyday investors). While Tokyo Stock Exchange-traded <strong rel="nofollow" rel="nofollow">Seven &amp; i Holdings </strong>(NASDAQOTH: <a rel="nofollow" rel="nofollow" href="http://caps.fool.com/Ticker/SVNDY.aspx" target="_self">SVNDY</a>) (TYO: 3382) is a household name in its home country of Japan, it is practically unknown in...LazyCapitalistFri, 15 Feb 2013 00:46:49 GMTWendy's: Domectically and Internationallyhttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=738553&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow">Domestically - Wendy’s recently claimed the title of the number-two burger-chain in America. Taking the number two spot dethrones Burger King, who previously held the title for over 40-years.<br rel="nofollow" rel="nofollow"/><br rel="nofollow" rel="nofollow"/>Internationally - Wendy’s is making plans for aggressive international expansion; announcing development agreements for new restaurants in Singapore, the Middle East, North Africa, Ru...LazyCapitalistTue, 29 May 2012 01:59:30 GMTInnovative Electric Utility? NRG Energy’s Electric Car Charging Networkhttp://caps.fool.com/Blogs/ViewPost.aspx?bpid=737809&t=01004352028082695908<p rel="nofollow"><p rel="nofollow" rel="nofollow"> <p rel="nofollow" rel="nofollow"><strong rel="nofollow" rel="nofollow"></strong>Innovative Electric Utility: That is not a phrase you hear too often (or hear at all). I would like to make the case, though, that NRG Energy (NYSE: <a rel="nofollow" rel="nofollow" href="http://caps.fool.com/Ticker/NRG.aspx" target="_self">NRG</a>) fits that description.</p> <p rel="nofollow" rel="nofollow">On the surface, <a rel="nofollow" rel="nofollow" h...LazyCapitalistFri, 25 May 2012 07:39:22 GMT